Filed April 27, 2022 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,141 | $46,219-28.3% | $89,391-62.9% | $90,288-63.3% |
| Participation rate | 61.6% | 44.9%+16.7pp | 68.0%-6.3pp | 73.4%-11.7pp |
| Annual return | 16.48% | 25.71%-9.2pp | 245.62%-229.1pp | 53.97%-37.5pp |
| Employer contribution / active EE | $189 | $953-80.1% | $2,586-92.7% | $2,524-92.5% |
| Participant deferral / active EE | $0 | $2,136-100.0% | $3,890-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $147-100.0% | $4,881-100.0% | $114-100.0% |